Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
FWSM
CVSA
First Wilshire Securities Management’s
Covista Inc
CVSA
Stock Holding History
First Wilshire Securities Management’s Portfolio
CVSA Stock Details
CVSA Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q2
–
Sell
-56,498
Closed
-$2.69M
–
115
2018
Q1
$2.69M
Sell
56,498
-3,188
-5%
-$149K
0.74%
42
2017
Q4
$2.51M
Sell
59,686
-1,900
-3%
-$74.5K
0.69%
46
2017
Q3
$2.21M
Sell
61,586
-2,300
-4%
-$78.6K
0.63%
49
2017
Q2
$2.42M
Sell
63,886
-500
-0.8%
-$18.6K
0.69%
49
2017
Q1
$2.28M
Sell
64,386
-950
-1%
-$31.4K
0.66%
47
2016
Q4
$2.04M
Sell
65,336
-3,555
-5%
-$96.2K
0.58%
50
2016
Q3
$1.59M
Sell
68,891
-800
-1%
-$17.9K
0.48%
55
2016
Q2
$1.24M
Sell
69,691
-8,001
-10%
-$141K
0.4%
57
2016
Q1
$1.34M
Sell
77,692
-36,200
-32%
-$716K
0.44%
57
2015
Q4
$2.88M
Sell
113,892
-14,900
-12%
-$373K
0.81%
37
2015
Q3
$3.5M
Sell
128,792
-6,350
-5%
-$180K
0.92%
34
2015
Q2
$4.05M
Sell
135,142
-9,635
-7%
-$318K
0.91%
35
2015
Q1
$4.83M
Sell
144,777
-5,500
-4%
-$213K
0.99%
33
2014
Q4
$7.13M
Sell
150,277
-5,750
-4%
-$270K
1.27%
31
2014
Q3
$6.68M
Sell
156,027
-68,100
-30%
-$2.9M
1.21%
30
2014
Q2
$9.49M
Sell
224,127
-24,400
-10%
-$1.04M
1.47%
27
2014
Q1
$10.5M
Sell
248,527
-3,750
-1%
-$145K
1.65%
26
2013
Q4
$8.96M
Sell
252,277
-16,032
-6%
-$554K
1.38%
28
2013
Q3
$8.2M
Sell
268,309
-13,900
-5%
-$429K
1.32%
28
2013
Q2
$8.75M
Buy
+282,209
New
+$8.49M
1.5%
25
Other funds holding CVSA
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
William Blair Investment Management
Chicago, Illinois
$30.3B AUM
33.75%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
WCM
Wedge Capital Management
Charlotte, North Carolina
$6.06B AUM
47.24%
1-Year Est. Return
AI
Ariel Investments
Chicago, Illinois
$8.93B AUM
29.58%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close